Life Planning

Occasionally, a client will ask me “Do I really need a backup or successor listed on my Power of Attorney, Health Care Proxy, Will or Trust”?  Almost everytime my answer is an unequivocal YES!... But “why do I need to name a successor . . .”  Because, I tell them, we...

A Health Care Proxy, sometimes called a Health Care Agent or decision maker, is a document you create in which you name the person you choose to make medical decisions when you can’t.   The document names a first decision maker or agent and should also list “back-up”...